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Allen Investment Management’s United Airlines UAL Stock Holding History

Allen Investment Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,007
Closed -$670K – 205
2017
Q3 		$670K Sell
11,007
-9,707
-47% -$647K 0.03% 131
2017
Q2 		$1.56M Sell
20,714
-31,020
-60% -$2.34M 0.07% 84
2017
Q1 		$3.65M Sell
51,734
-3,704
-7% -$268K 0.19% 52
2016
Q4 		$4.04M Sell
55,438
-16,004
-22% -$1.02M 0.24% 43
2016
Q3 		$3.75M Sell
71,442
-3,189
-4% -$153K 0.24% 44
2016
Q2 		$3.06M Buy
74,631
+56,168
+304% +$2.66M 0.21% 50
2016
Q1 		$1.1M Buy
18,463
+90
+0.5% +$4.78K 0.09% 84
2015
Q4 		$1.05M Sell
18,373
-259
-1% -$15K 0.09% 81
2015
Q3 		$988K Buy
18,632
+1,976
+12% +$111K 0.09% 95
2015
Q2 		$883K Buy
16,656
+5,057
+44% +$293K 0.08% 107
2015
Q1 		$780K Buy
11,599
+6,794
+141% +$460K 0.06% 110
2014
Q4 		$321K Buy
+4,805
New +$266K 0.02% 185

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Allen Investment Management's UAL Position: Q4 2017 in Review

Allen Investment Management sold out of United Airlines (UAL) in Q4 2017, closing a stake of 11,007 shares — an estimated $670K sold.

Allen Investment Management first reported a position in UAL in Q4 2014 and held it in 12 quarters. The position peaked at $4.04M in Q4 2016. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

  • Allen Investment Management reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
  • Allen Investment Management sold 11,007 United Airlines shares in Q4 2017, an estimated $670K.
  • Allen Investment Management first reported a position in United Airlines in Q4 2014 and held it in 12 quarters.
  • Allen Investment Management's United Airlines position peaked at $4.04M in Q4 2016.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Allen Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.